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APHQX vs JVMSX
APHQX vs JVMSX Comparison
Open Charts APHQX vs JVMSX
Artisan Mid Cap Value Institutional
Price$15.56
Change+$0.17 (+1.10%)
VolumeN/A
Net Assets914.48M
JHancock Disciplined Value Mid Cap R2
Price$29.65
Change+$0.32 (+1.09%)
VolumeN/A
Net Assets23.85B
APHQX vs JVMSX Comparison Chart in %
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APHQX vs. JVMSX commentary
Oct 21, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is APHQX is a Buy and JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. APHQX (914M). APHQX pays higher dividends than JVMSX: APHQX (0.72) vs JVMSX (0.40). APHQX was incepted earlier than JVMSX: APHQX (14 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than APHQX (0.95). JVMSX is a more actively managed with annual turnover of: 49.00 vs. APHQX (23.41). JVMSX has a lower initial minimum investment than APHQX: JVMSX (0) vs APHQX (1000000). JVMSX annual gain was more profitable for investors over the last year : -5.30 vs. APHQX (-8.20). JVMSX return over 5 years is better than : 45.42 vs. APHQX (-6.99).
| APHQX | JVMSX | APHQX / JVMSX | |
| Total Expense Ratio | 0.95 | 1.24 | 77% |
| Annual Report Gross Expense Ratio | 0.95 | 1.25 | 76% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | -0.646 | 9.399 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 914M | 23.9B | 4% |
| Annual Yield % from dividends | 0.72 | 0.40 | 182% |
| Returns for 1 year | -8.20 | -5.30 | 155% |
| Returns for 3 years | -12.29 | 24.28 | -51% |
| Returns for 5 years | -6.99 | 45.42 | -15% |
| Returns for 10 years | -29.80 | 47.59 | -63% |
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